For Advisors
Audience
The advisors closest to the principal — those holding the most sensitive aggregate picture of a client's wealth, family, and exposure.
A high-net-worth client's digital exposure is increasingly the question that lands first with their wealth advisor — and the one their advisor is least equipped to answer.
Wealth platforms protect themselves, not their clients' personal exposure. Internal teams focus on the firm's posture; they are not structured to assess a principal's family-level risk, household-staff vulnerabilities, or incidents on accounts the firm does not custody.
The available alternatives are unsatisfying. A SaaS subscription is too small for the question. A managed cybersecurity firm is mismatched to the relationship. Doing nothing leaves the advisor exposed on the next conversation.
Gatehaus is built for this gap. The advisor remains the principal's primary relationship; we provide what no consumer product or enterprise vendor can. Structured to work alongside, not around.
i.
The introduction is made by the advisor, often by email or in a meeting. We respond to the principal directly, never to mailing lists or referral platforms. NDA before any substantive discussion.
ii.
You are the client's relationship. We do not seek to replace it, market around it, or convert it. We brief you on findings the principal authorizes you to receive — and only those.
iii.
We do not ask for referral fees, revenue share, or co-branded marketing. Our independence is structural: we are paid by the principal, and the integrity of our counsel depends on it.
iv.
We coordinate with your firm's existing security posture for the assets you custody. We do not parallel-defend or contradict your team's work; we extend the envelope to the principal's personal exposure.
For wealth advisors who introduce regularly, we offer a twice-yearly briefing on the threat landscape relevant to your book. No sales. No expectation of introduction.
Audience
Counsel handling matters where the technical question is now central but the firm does not have an in-house technologist they trust to brief them honestly.
Litigation increasingly turns on technical questions — chain of custody for digital evidence, the credibility of a forensic analysis, the technical reasonableness of an action taken or not taken.
Most attorneys do not have an internal technologist they can brief without the conversation becoming an engagement. The typical choices — hiring a testifying expert prematurely, briefing IT staff not equipped for the question, or proceeding without diligence the matter warrants — are all unsatisfying.
Gatehaus serves as a confidential, non-testifying technical advisor to the legal team. The engagement runs under attorney-client privilege from the first conversation. We do not testify; that work goes to firms structured for it. We exist for the work that happens before a testifying expert is named — and for the matters where none is needed at all.
i.
The engagement letter runs between Gatehaus and your firm. The conversation is privileged from the first call. We do not produce artifacts that walk around your privilege protection.
ii.
We do not testify. We do not appear in court. We are not retained as expert witnesses. Our work product is for your use as counsel in preparing your matter, never as direct evidence.
iii.
For matters with technical questions in deposition or trial, we brief counsel on the underlying concepts, anticipated questioning, technical traps in the opposing line, and language that holds up under examination.
iv.
We review opposing expert reports under privilege, identify methodology weaknesses, surface unstated assumptions, and prepare cross-examination support — without becoming an expert ourselves on the matter.
Engagements are billed hourly under a confidential engagement letter with the firm. For attorneys whose practice generates recurring technical questions — complex commercial litigation, family law with digital evidence, estate matters with crypto or digital assets — a retained advisory relationship is available.
Audience
The professionals whose role makes them the trusted source of "who do I call" answers, whether or not security is in their direct mandate.
Many professionals adjacent to wealth find themselves asked the security question even though it is outside their formal scope — and the quality of their answer affects the trust their client places in them on every other matter.
CPAs asked whether tax data is safe. Trustees asked whether personal exposure has been considered. Family office executives asked alongside governance questions. Philanthropic and art advisors whose clients have become more visible. None of these professionals is a security advisor. All of them are, increasingly, asked.
Gatehaus is available on the same terms as wealth advisors and attorneys: through introduction, with privilege protection where applicable, and without commercial entanglement. The introduction can be informal — an email, a mention in a meeting, a cc on a message. We respond appropriately to the relationship as the introducer defines it.
i.
There is no partner channel, no certification, no co-branded materials. The introduction is professional and direct, and the relationship between the introducer and the principal remains intact.
ii.
For professionals who introduce clients on a recurring basis, we are available for an annual briefing on the threat landscape relevant to your client base. No introduction expectation; just a useful hour for the questions you will be asked next.
For all introducers across the three audiences on this page: we treat your introduction as the reason the client is talking to us. We protect your relationship with the same posture we protect the client's exposure. Without that, the introduction would not have happened.
Introducers
If you have a client whose situation warrants a confidential conversation with senior security counsel, we are glad to receive your introduction. The principal will hear from us within 24 hours and on the terms you set.
Make an introductionThe First Conversation
NDA before any substantive discussion. The first conversation is with the senior advisor directly — held to determine fit, scope a possible engagement, and answer your questions in confidence.
Begin a ConversationAdvisor Introductions